Bhavin Mehta is a CFP® with 34 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Securities America Inc. from 2017 to 2024, as well as over 18 years at Kestra Financial Services, Inc. and Kestra Investment Services, LLC. Outside of his advisory work, he holds a board position with Omkar Rocklin Inc., a motel property business. Osaic Wealth serves a diverse client base ranging from individual investors to institutional clients and offers a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network.

Dinesh Goyal is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Inc., Securities America Advisors, LPL Financial, and Kestra Financial Services. He is also trustee of the Dinesh & Seema Goyal Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates portfolio optimization and risk management tools.